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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$69.93
Change-$0.22 (-0.31%)
VolumeN/A
Net Assets75.67B
Old Westbury Small & Mid Cap Strategies
Price$17.07
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets8.54B
FSWFX vs OWSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.7B vs. OWSMX (8.54B). FSWFX (0.87) and OWSMX (0.85) have matching dividends . FSWFX was incepted earlier than OWSMX: FSWFX (5 years) vs OWSMX (20 years). OWSMX (1.17) is less costly to investors than FSWFX (0.76). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 9.87 vs. FSWFX (5.56).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 3.464 | 7.313 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.7B | 8.54B | 887% |
| Annual Yield % from dividends | 0.87 | 0.85 | 101% |
| Returns for 1 year | 5.56 | 9.87 | 56% |
| Returns for 3 years | 30.99 | 29.76 | 104% |
| Returns for 5 years | N/A | 21.90 | - |
| Returns for 10 years | N/A | 8.35 | - |
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